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Portfolio (Quarterly) Guide ↗

TFB Advisors LLC

· CIK 0001965201
13F Portfolio $227M AUM 196 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 190 New
Page 4 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 83,538.0 $888K 0.39% NEW $10.63 -3.0%
62 T AT&T INC Communication Services 42,855.0 $887K 0.39% NEW $20.70 +24.1%
63 USIG ISHARES TR 16,531.0 $848K 0.37% NEW $51.29 -2.5%
64 AMGN AMGEN INC Healthcare 2,335.0 $846K 0.37% NEW $362.12 +20.7%
65 FOXA FOX CORP Communication Services 16,115.0 $841K 0.37% NEW $52.16 +25.4%
66 V VISA INC Financial Services 2,427.0 $833K 0.37% NEW $343.09 +9.3%
67 TIP ISHARES TR 7,385.0 $808K 0.36% NEW $109.43 -2.2%
68 EXEL EXELIXIS INC Healthcare 14,671.0 $798K 0.35% NEW $54.41 +8.5%
69 PG PROCTER & GAMBLE CO Consumer Defensive 5,166.0 $758K 0.33% NEW $146.64 -0.1%
70 TLH ISHARES TR 7,516.0 $754K 0.33% NEW $100.35 -3.7%
71 SHOP SHOPIFY INC Technology 6,590.0 $752K 0.33% NEW $114.18 +27.1%
72 IDEV ISHARES TR 8,091.0 $720K 0.32% NEW $89.01 +4.9%
73 KLAC KLA CORP Technology 2,385.0 $720K 0.32% NEW $301.71 -38.5%
74 TSLA TESLA INC Consumer Cyclical 1,649.0 $694K 0.30% NEW $420.60 -15.8%
75 FAUG FIRST TR EXCHNG TRADED FD VI 12,155.0 $687K 0.30% NEW $56.51 +2.4%
76 FNOV FIRST TR EXCHNG TRADED FD VI 11,742.0 $687K 0.30% NEW $58.49 +2.6%
77 FDEC FIRST TR EXCHNG TRADED FD VI 12,609.0 $687K 0.30% NEW $54.47 +2.7%
78 FSEP FIRST TR EXCHNG TRADED FD VI 12,459.0 $686K 0.30% NEW $55.08 +3.2%
79 FJUL FIRST TR EXCHNG TRADED FD VI 11,512.0 $685K 0.30% NEW $59.54 +3.1%
80 FMAY FIRST TR EXCHNG TRADED FD VI 12,193.0 $685K 0.30% NEW $56.20 +2.4%
Page 4 of 10  ·  190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 17.7%
Healthcare 11.3%
Communication Services 10.4%
Consumer Cyclical 8.1%
Industrials 5.4%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.5%
Energy 0.8%